Tyers Asset Management’s Xcel Energy XEL Stock Holding History

Tyers Asset Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.42M	Sell	129,724 -8,848	-6%	-$551K	0.28%	72
2019 Q2	$8.24M	Buy	138,572 +39,284	+40%	+$2.26M	0.28%	76
2019 Q1	$5.58M	Sell	99,288 -17,192	-15%	-$914K	0.19%	108
2018 Q4	$5.74M	Sell	116,480 -5,236	-4%	-$263K	0.23%	94
2018 Q3	$5.75M	Sell	121,716 -3,864	-3%	-$182K	0.19%	118
2018 Q2	$5.74M	Buy	125,580 +17,472	+16%	+$783K	0.2%	113
2018 Q1	$4.92M	Buy	108,108 +10,780	+11%	+$480K	0.17%	121
2017 Q4	$4.68M	Buy	97,328 +6,412	+7%	+$318K	0.16%	124
2017 Q3	$4.3M	Buy	90,916 +560	+0.6%	+$26.9K	0.16%	132
2017 Q2	$4.14M	Buy	90,356 +5,684	+7%	+$262K	0.15%	128
2017 Q1	$3.76M	Buy	84,672 +5,852	+7%	+$248K	0.14%	139
2016 Q4	$3.21M	Buy	+78,820	New	+$3.15M	0.14%	140

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tyers Asset Management's XEL Position: Q3 2019 in Review

Tyers Asset Management reduced its Xcel Energy (XEL) stake by 6.4% in Q3 2019, selling an estimated $551K and leaving 129,724 shares worth $8.42M. The position accounts for 0.28% of the portfolio, ranked #72.

Tyers Asset Management first reported a position in XEL in Q4 2016 and has held it in 12 quarters since. 806 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Tyers Asset Management held 129,724 shares of Xcel Energy worth $8.42M as of Q3 2019.
Tyers Asset Management sold 8,848 Xcel Energy shares in Q3 2019, an estimated $551K.
Xcel Energy made up 0.28% of Tyers Asset Management's portfolio in Q3 2019, its #72 holding.
Tyers Asset Management first reported a position in Xcel Energy in Q4 2016 and has held it in 12 quarters since.
806 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.